KRM Wealth Management L.L.C. holds a concentrated book of 46 stocks worth $227.3M as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). This quarter they opened United Parcel Service-CL B and trimmed Caterpillar Inc. Their largest long position is Vanguard Total Bond Market at 14% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
2% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as KRM Wealth Management L.L.C.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 47 / 46 | $821.1B |
| MORGAN STANLEY | 47 / 46 | $274.2B |
| BANK OF AMERICA CORP /DE/ | 47 / 46 | $271.9B |
| FMR LLC | 47 / 46 | $260.3B |
| JPMORGAN CHASE & CO | 47 / 46 | $242.0B |
| WELLS FARGO & COMPANY/MN | 47 / 46 | $96.1B |
| ENVESTNET ASSET MANAGEMENT INC | 47 / 46 | $90.8B |
| ROYAL BANK OF CANADA | 47 / 46 | $75.8B |
Ranked by the share of each fund's own book sitting in the names it shares with KRM Wealth Management L.L.C.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard BD Index FDS TOTAL BND MRKT | $31.9M | 434.2K | 14.0% | ▲+13% Added · +48K sh | |
| 2 | Schwab Strategic TR US LCAP VA ETF | $30.8M | 885.9K | 13.6% | ▲+6.5% Added · +54K sh | |
| 3 | Schwab Strategic TR US LCAP GR ETF | $30.1M | 889.4K | 13.2% | ▲+7.0% Added · +58K sh | |
| 4 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $28.6M | 401.5K | 12.6% | ▲+10% Added · +38K sh | |
| 5 | Vaneck ETF Trust MRNGSTR WDE MOAT | $22.9M | 220.1K | 10.1% | ▲+6.7% Added · +14K sh | |
| 6 | Schwab Strategic TR SHT TM US TRES | $18.8M | 780.8K | 8.3% | ▲+9.3% Added · +67K sh | |
| 7 | Schwab Strategic TR FUNDAMENTAL INTL | $14.2M | 269.2K | 6.2% | ▲+4.4% Added · +11K sh | |
| 8 | Schwab Strategic TR US SML CAP ETF | $9.2M | 255.6K | 4.1% | ▲+9.6% Added · +22K sh | |
| 9 | Vanguard Index FDS REAL ESTATE ETF | $5.6M | 57.7K | 2.4% | ▲+8.8% Added · +5K sh | |
| 10 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $5.4M | 91.1K | 2.4% | ▲+15% Added · +12K sh | |
| 11 | Schwab Strategic TR FUNDAMENTAL US S | $5.1M | 134.3K | 2.2% | ▲+11% Added · +13K sh | |
| 12 | Schwab Strategic TR FUND EM EQUI ETF | $2.7M | 69.1K | 1.2% | ▲+4.2% Added · +3K sh | |
| 13 | Vanguard Index FDS S&P 500 ETF SHS | $2.0M | 3.0K | 0.9% | ▲+1.2% Added · +35 sh | |
| 14 | Caterpillar Inc COM | $1.9M | 1.8K | 0.8% | ▼−2.1% Reduced · −37 sh | |
| 15 | Schwab Strategic TR INTL EQTY ETF | $1.7M | 62.0K | 0.8% | ▼−0.4% Reduced · −228 sh | |
| 16 | Vanguard BD Index FDS INTERMED TERM | $1.3M | 17.6K | 0.6% | ▲+0.6% Added · +98 sh | |
| 17 | Vanguard Mun BD FDS TAX EXEMPT BD | $1.1M | 21.2K | 0.5% | ▲+2.3% Added · +474 sh | |
| 18 | Ishares TR S&P 500 GRWT ETF | $1.1M | 7.8K | 0.5% | ▲+0.1% Added · +7 sh | |
| 19 | Vanguard Scottsdale FDS SHORT TERM TREAS | $884K | 15.2K | 0.4% | ▼−1.3% Reduced · −206 sh | |
| 20 | Apple Inc COM | $824K | 2.8K | 0.4% | ▼−1.6% Reduced · −47 sh | |
| 21 | Ishares TR NATIONAL MUN ETF | $803K | 7.5K | 0.4% | ▲+2.0% Added · +144 sh | |
| 22 | Schwab Strategic TR US BRD MKT ETF | $788K | 27.2K | 0.3% | ▲+0.3% Added · +71 sh | |
| 23 | Ishares TR S&P 500 VAL ETF | $786K | 3.5K | 0.3% | ▲+0.4% Added · +14 sh | |
| 24 | Dimensional ETF Trust US COR EQU 2 ETF | $752K | 17.0K | 0.3% | ▲+0.2% Added · +42 sh | |
| 25 | Vanguard Whitehall FDS HIGH DIV YLD | $691K | 4.4K | 0.3% | ▼−0.3% Reduced · −13 sh | |
| 26 | Schwab Strategic TR US AGGREGATE B | $671K | 29.0K | 0.3% | ▲+1.0% Added · +296 sh | |
| 27 | Vanguard Index FDS SMALL CP ETF | $669K | 2.2K | 0.3% | ▼−1.7% Reduced · −39 sh | |
| 28 | Vanguard Index FDS GROWTH ETF | $488K | 5.7K | 0.2% | ▲+486% Added · +5K sh | |
| 29 | Select Sector SPDR TR ST STR TECHN ETF | $464K | 2.4K | 0.2% | ▼−0.4% Reduced · −9 sh | |
| 30 | Ishares TR SHRT NAT MUN ETF | $408K | 3.8K | 0.2% | ▲+0.6% Added · +24 sh | |
| 31 | United Parcel Svcs Inc CL B | $384K | 3.6K | 0.2% | ▲New New position | |
| 32 | Orion Group Hldgs Inc COM | $378K | 22.5K | 0.2% | —Held | |
| 33 | Ishares TR RUSSELL 2000 ETF | $349K | 1.2K | 0.2% | ▲+0.3% Added · +3 sh | |
| 34 | Microsoft Corp COM | $346K | 928 | 0.2% | ▲+0.5% Added · +5 sh | |
| 35 | Vanguard World FD INF TECH ETF | $335K | 2.8K | 0.1% | ▲+700% Added · +2K sh | |
| 36 | Ge Aerospace COM NEW | $305K | 815 | 0.1% | ▲+0.1% Added · +1 sh | |
| 37 | Ishares TR CORE S&P500 ETF | $284K | 379 | 0.1% | ▲+19% Added · +60 sh | |
| 38 | SPDR Series Trust ST STR P500VAL | $281K | 4.6K | 0.1% | ▼−0.5% Reduced · −21 sh | |
| 39 | Ishares TR CORE MSCI EAFE | $262K | 2.7K | 0.1% | ▲+1.6% Added · +42 sh | |
| 40 | Schwab Strategic TR US REIT ETF | $252K | 10.7K | 0.1% | ▲+0.6% Added · +64 sh | |
| 41 | Vanguard Index FDS VALUE ETF | $241K | 1.1K | 0.1% | —Held | |
| 42 | Ishares TR RUS 1000 GRW ETF | $230K | 1.9K | 0.1% | ▲+272% Added · +1K sh | |
| 43 | Ge Vernova Inc COM | $227K | 193 | 0.1% | ▲New New position | |
| 44 | Medtronic PLC SHS | $220K | 2.8K | 0.1% | ▼−0.2% Reduced · −7 sh | |
| 45 | Alphabet Inc CAP STK CL C | $214K | 606 | 0.1% | ▲New New position | |
| 46 | Vanguard BD Index FDS SHORT TRM BOND | $204K | 2.6K | 0.1% | ▲New New position |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2126518/holdings"
Use Arkolith to show KRM WEALTH MANAGEMENT L.L.C.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.